SpaceX shares fell 12% last week and are down 36% from their peak despite joining the Nasdaq 100 under new fast-track listing rules and receiving nearly unanimous 'buy' ratings from Wall Street analys…
Morgan Stanley, led by chief investment officer Mike Wilson, said the equal-weight S&P 500 has outperformed the market-cap-weighted index since mid-May, driven by stronger earnings growth across a bro…
Taiwan Semiconductor Manufacturing Co. reported June revenue jumped 68% year over year, reaching NT$1.27 trillion ($39.6 billion) for the second quarter, matching analyst estimates and signaling susta…
Elon Musk abruptly postponed a live CNBC interview minutes before airtime, where he was expected to discuss SpaceX's market debut, Tesla, and his AI model Grok. The cancellation comes as SpaceX shares…
Morgan Stanley analyst Sean Diffley said the Paramount–Warner Bros. merger could make HBO Max a staple in streaming, potentially rivaling Netflix, as he discussed AI's impact on the creative process a…
South Korea's FuriosaAI has deployed its Renegade inference chips at Equinix's LS2 data center in Lisbon, marking the company's first commercial rollout in Europe. The chip, built on a 5-nanometer Ten…
SK Hynix raised $26.5 billion in the largest foreign listing on Wall Street, with shares jumping 13% on Nasdaq debut. Chairman Chey Tae-won said the memory chip shortage will persist beyond 2030, driv…
America's five biggest AI spenders—Alphabet, Amazon, Meta, Microsoft, and Oracle—have doubled their collective debt to $350 billion since 2021, betting on future AI revenue that has yet to materialize…
SK Hynix's American depositary receipts surged 17% above the offering price after the company raised $26.5 billion in the largest U.S. listing by a foreign firm, signaling strong AI-driven demand. The…
Morgan Stanley chief US equity strategist Mike Wilson warned that semiconductor stocks are overbought, with the Philadelphia Semiconductor Index up 96% year-to-date and trading 35% above its 50-day mo…
Morgan Stanley Wealth Management Chief Investment Officer Lisa Shalett warned investors on June 5 that the AI-driven rally in semiconductor stocks may be nearing its end, comparing it to the dot-com e…
The five largest US tech companies—Alphabet, Amazon, Meta, Microsoft, and Oracle—have doubled their combined debt to $350 billion over five years to fund AI data centers, with interest payments more t…
MiniMax CEO Yan Junjie pledged to forgo his salary until the company achieves artificial general intelligence, while the Chinese AI firm seeks up to $2 billion in a discounted share sale after its sto…
AI data center builders doubled their debt over five years to fund a historic spending spree, with U.S. secured debt reaching $25.4 billion in 2025. Former bitcoin miners like Core Scientific, TeraWul…
Memory stocks including Samsung and SK Hynix have fallen over 20% from their peaks, entering bear market territory as investors reassess AI-driven growth amid geopolitical tensions and concerns over e…
TeraWulf plans to raise approximately $3.5 billion in debt to build the Justified Data Campus in Kentucky, a massive AI computing hub with potential capacity exceeding 1 GW. The company signed a 20-ye…
Analyst estimates from BofA Global Research and Morgan Stanley project an NVIDIA Rubin Ultra rack costing nearly $21 million, with HBM4e memory alone accounting for about $1.5 million per rack. The fi…
Goldman Sachs Group has become Taiwan's largest foreign brokerage by trading volume in the first half of 2025, rising from 10th place, by expanding coverage of quant funds seeking AI exposure. The ban…
Sourcerer, a San Francisco-based startup founded by Peter Cetale and Robert Magee, aims to replace traditional procurement software by acting as the supplier of record for physical goods, using AI age…
Morgan Stanley bond manager Vishal Khanduja warns that Big Tech's debt binge to fund AI projects is showing troubling signs, including cooling investor demand and rising credit risk. Amazon's surprise…